Amegy Wealth Advisors | LPL Financial
Rob Moyes
Vice President | Wealth Advisor
Branch/Office Location
Rob Moyes
Vice President | Wealth Advisor
- Bachelors degree in Finance | University of Utah
- Series 6, Series 7, Series 63, Series 66 registrations held with LPL Financial and Life & Health Insurance licensed
Professional Background
Rob joined Amegy Wealth Advisors in 2015 bringing over 20 years of financial services experience working with individuals, business owners and institutions.
At Amegy Wealth Advisors, we start by developing a comprehensive financial plan personalized to your goals and objectives. It’s important that we have a clear understanding and a roadmap to work towards each of your goals. We’ll discuss your risk tolerance, time horizon and liquidity needs while we build your plan. We’ll prioritize your objectives, set expectations and then we’ll evaluate and measure our progress. We’ll meet consistently to update your financial plan as your goals change and life happens. Through planning, we can help our clients pursue financial independence by focusing on what matters most to them. My objective is to help you grow, preserve, and use your wealth to accomplish your goals.
Rob graduated with a Finance Degree from the University of Utah and is an avid golfer.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Amegy Wealth Advisors, and may also be employees of Amegy Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Amegy Bank, a division of Zions Bancorporation, N.A. or Amegy Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
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